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AMAT

Applied Materials

$48.84

0.74 (1.54%)

08:31
08/06/18
08/06
08:31
08/06/18
08:31

Applied Materials upgraded to Outperform at Cowen

As reported previously, Cowen analyst Krish Sankar upgraded Applied Materials to Outperform from Market Perform. The analyst noted the recent weakness in the shares, which he feels is based on the weakness in memory WFE and a reset in display equipment forecasts. He expects a rebound in memory WFE later this year and in 2019 while he also believes Applied's diverse product portfolio should benefit the company. Sankar raised his price target to $62 from $60 on Applied Material shares.

  • 16

    Aug

AMAT Applied Materials
$48.84

0.74 (1.54%)

08/06/18
COWN
08/06/18
UPGRADE
COWN
Outperform
Applied Materials upgraded to Outperform from Market Perform at Cowen
07/11/18
RBCM
07/11/18
NO CHANGE
RBCM
Sector Perform
Applied Materials long-term demand drivers net positive, says RBC Capital
RBC Capital analyst Mitch Steves kept his Sector Perform rating on Applied Materials after attending the company-hosted AI Design forum. The analyst says his takeaway on its prospects is "incrementally more positive" amid expectations of continued data growth, AI spending, rising complexity of chips, and the need for more memory to meet AI's increasingly pervasive presence. Steves says his neutral stance on Applied Materials reflects his patience "until we get closer to 96-layer spending in 2019."
07/09/18
SUSQ
07/09/18
NO CHANGE
Target $65
SUSQ
Positive
Applied Materials price target lowered to $65 from $73 at Susquehanna
Susquehanna analyst Mehdi Hosseini reduced Positive rated Applied Materials estimates and lowered its price target to $65 from $73 to reflect a slowdown in memory spending. Hosseini said WFE spend in 2018 is now more weighted towards 1H, with a run-rate above $50B, and now assumes a decline in 2H 2018 below $50B, and expects it to remain below $50B in 1H 2019 before a rebound in 2H 2019. The analyst is forecasting the SSG business to decline 15-20% from the peak revenue of $2.999B in April quarter 2018 and reduced his FY18 earnings estimate to $4.62 versus consensus of $4.60, and lowered FY19 to $4.11, well below consensus of $4.65.
06/18/18
STFL
06/18/18
NO CHANGE
STFL
Applied Materials' recent weakness an attractive buying opportunity, says Stifel
Stifel analyst Patrick Ho made adjustments to his estimates for Applied Materials (AMAT) as he estimates that $250M of shipments/revenues from Samsung (SSNLF) may fall out of 2018 into 2019 due to a push out of memory investment. However, he notes that the revisions are "much more modest" than those the firm has made for Lam Research (LRCX), citing the belief that Applied is more broadly exposed to many other customers. He sees recent weakness in Applied shares as presenting a "very attractive" buying opportunity and Ho maintains a Buy rating and $75 price target on the shares.

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